BRIDS Market Pulse : Chart of the Week – JCI Market Capitalization
MSCI has outlined two scenarios under this proposed method, which may effectively result in lower weighting for Indonesian stocks in MSCI EM Index.
196 Views
IDX30/​​LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
702 Views
Equity Strategy: 2H25: Positioning for a Growth Rebound
We raise our JCI target to 7,960, factoring in premium from anticipated flow into conglo-group stocks, despite our lower FY25 EPS growth f’cast.
177 Views
EM Neobanks – Pairs Trade; Long Inter and Short Nubank
Brazilian neobanks present compelling opportunities, with Inter recommended as a long and Nubank as a short based on their weighted scorecard...
330 Views
GoTo Gojek Tokopedia (GOTO IJ) - Entering New Territory
GOTO remains upbeat in its prospects for 2025, providing its first guidance for adjusted EBITDA, and highlighting the positive contribution from...
797 Views